Assign a User Chart

You must be a SPoC to do this.

A SPoC can assign charts through the Users tab on the Chart record. This way, you can generate a handful of charts on a new hire's dashboard without the need to impersonate each user.

Note: You can't add multi-series charts through the Users tab. But a SPoC can impersonate the user to add a multi-series chart to the dashboard.

Example of a Chart record showing the Users tab with a new User selected

In the navigation menu, click System Setup > Charts.
Click the chart you want to assign.
Click the Users tab.
Click New User Chart.
Select a User from the drop-down list.
Select a Chart Type from the drop-down list.
Assign a number in the Position field to set the chart's position on the user's dashboard.

Note: Users can drag and drop charts on their dashboard to rearrange them in any order they want. This automatically updates the Position field.
Click Save.

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Assign a User Chart

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